How big is Wunderlich, Inc.'s plan?

Wunderlich, Inc.'s plan reported $815K in assets and 5 participants for 2024.

Original filing (PDF)20250908171944NAL0041916002001

Wunderlich, Inc.

Name: Wunderlich, Inc. — Wunderlich, Inc. 401(k), Form 5500 (2024)
Creator: Wunderlich, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wunderlich, Inc. 401(k) Retirement Plan

401(k) retirement plan · Wunderlich, Inc.'s Wunderlich, Inc. 401(k) Retirement Plan held $815K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$815K

Net assets (EOY)

$815K

People on this filing

Warren Wunderlich signed Wunderlich, Inc.'s 2024 Form 5500 as plan administrator.

Warren Wunderlich — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wunderlich, Inc.'s EIN is 74-2905148.

EIN 74-2905148

Plan number 001

Plan year 2024

ACK ID 20250908171944NAL0041916002001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wunderlich, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wunderlich, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WUNDERLICH, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score